Coronavirus – Superior North LLC

Goodbye To The Volcker Rule

Posted by Superior Northon June 28, 2020August 16, 2020in Economics, InvestingLeave a comment

Paul Volcker was the chairman of the Federal Reserve from 1979 to 1987. A period when United States experienced stagflation i.e. an environment where a region has high inflation coupled with high unemployment. Unlike the present situation (2020 - when…

Disconnect Between The US Economy and The Stock Market

Posted by Superior Northon May 24, 2020August 16, 2020in InvestingLeave a comment

The stock market, for the most part, reflects the condition of the economy. So, if the economy is in a bad shape, then the stock prices will drop and reflect those worsened economic conditions. Mr. Market has this bad habit…

Should Public Companies Be Allowed To Fail?

Posted by Superior Northon April 26, 2020August 16, 2020in Economics, Investing, Value InvestorLeave a comment

Shareholders are the owners of public companies. The CEO is elected by the shareholders to undertake the daily operating decisions of the company. It is important to understand that running a business is a risky endeavor, and business officials are…

Where Is The US Economy Headed?

Posted by Superior Northon April 12, 2020August 16, 2020in Economics, Investing, Macro EconomicsLeave a comment

On April 9, 2020, the Department of Labor released new unemployment insurance weekly claims for the previous week to be 6.6 million. More than 16 million people have lost their jobs so far, and if we compare this to the…

My Thoughts On The Current Stock Market Condition

Posted by Superior Northon March 22, 2020August 16, 2020in Investing, Value InvestorLeave a comment

The bears have taken over the stock market, and the market volatility has spiked up due to financial and economical uncertainty. For the past couple years, as a value investor, I have been sitting back and looking at the stock…

Is A Global Recession Inevitable?

Posted by Superior Northon March 15, 2020August 16, 2020in Economics, Investing, Macro EconomicsLeave a comment

The stock market has been very volatile this past week. The Dow Jones Industrial Average dropped 10% on Thursday (3/12/2020) due to fears of coronavirus. This was the largest one day drop in US stock market since Black Monday of…

Is Coronavirus The Black Swan For The Stock Market?

Posted by Superior Northon March 1, 2020August 16, 2020in Economics, Investing, Macro EconomicsLeave a comment

Economy is like a machine, which has multiple interlocked gears that need to function in harmony. As Ray Dalio explains in How the Economic Machine Works, anytime there is a problem in one gear, the other gears will be affected…